| Date |
Asset class |
Format |
Topic |
| 9 May 2012 |
Economics |
Economic research note |
2012/13 Australian budget: Man on a mission |
| 4 May 2012 |
Economics |
Economic research note |
The RBA goes all in |
| 22 April 2012 |
Economics |
Economic research paper |
Australian inflation low and RBA good to go |
| 22 March 2012 |
Infrastructure |
Research paper |
Alpha series: Electricity North West |
| 9 March 2012 |
Economics |
Economic research paper |
The Travelling Economist: Japan, Singapore and Hong Kong |
| 7 March 2012 |
Economics |
Economic research note |
Australian Q4 11 GDP: Everybody wants some |
| 10 February 2012 |
Economics |
Economic research note |
Central Bank update |
| 8 February 2012 |
Sustainable Investment |
Research paper |
February 2012 sustainability update |
| 7 February 2012 |
Fixed Interest and Credit |
Research paper |
Understanding high yield bonds |
| 25 January 2012 |
Economics |
Research note |
Food for thought for the RBA as CPI falls |
| 19 January 2012 |
Infrastructure |
Infrastructure research paper |
Alpha series: Bankstown Airport |
| 16 January 2012 |
Property |
Property viewpoint |
Australian CBD office property value: Trends and outlook |
| 16 January 2012 |
Fixed Interest and Credit |
Research note |
Risk Adjusted Returns: “We obsess about risk, so you don’t have to” |
| 12 December 2011 |
Economics |
Economic research note |
European update: Back and forth |
| 8 December 2011 |
Property |
Retail property snapshot |
New Zealand retail sales: On track for recovery |
| 7 December 2011 |
Economics |
Economic research note |
RBA open-ended. Growth dominated by capex |
| 1 December 2011 |
Economics |
Economic research paper |
Rise of the ferro dollar |
| 29 November 2011 |
Economics |
Economic research note |
Australian budget update - still committed to a surplus |
| 18 November 2011 |
Global Fixed Interest and Credit Funds |
Research note |
The Italian job: fixed interest and credit market update |
| 17 November 2011 |
Infrastructure |
Research note |
European infrastructure: themes and opportunities |
| 17 November 2011 |
Global Listed Infrastructure |
Research paper |
Infrastructure as a hedge to inflation |
| 16 November 2011 |
Economics |
Economic research note |
European update: progress and problems |
| 04 November |
Economics |
Economic research note |
Central Bank update: US Fed, ECB & RBA |
| 01 November |
Economics |
Economic research note |
RBA heading back to 'neutral' |
| 28 October 2011 |
Economics |
Economic research note |
Europe takes a step in the right direction |
| 26 October 2011 |
Economics |
Economic research note |
Low Australian inflation gives the RBA room to see |
| 20 October 2011 |
Fixed interest & credit |
Research paper |
Australian CPI preview and index changes |
| 10 October 2011 |
Global Resources |
Research paper |
Many more mouths to feed |
| 10 October 2011 |
Infrastructure |
Infrastructure research paper |
Alpha series: Anglian Water |
| 07 October 2011 |
Economics |
Economic research note |
Central Bank update: Further easing in the UK and EU |
| 22 September 2011 |
Economics |
Economic research note |
Central Bank update: Let's do the twist |
| 16 September 2011 |
Economics |
Economic research paper |
A lower growth environment – a structural framework and return implications |
| 7 September 2011 |
Economics |
Economic research paper |
Australian economy rebounds |
| 31 August 2011 |
Sustainable Investment |
Research paper |
Three sustainable investment lessons from India |
| 31 August 2011 |
Sustainable Investment |
Research paper |
Sustainability the Indian way |
| 31 August 2011 |
Economics |
Economic research note |
The travelling economist : Queensland |
| 29 August 2011 |
Economics |
Economic research note |
Central Bank update: RBA and US Fed |
| 24 August 2011 |
Property |
Property viewpoint |
Australian retail sales- an overly cautious consumer? |
| 08 August 2011 |
Economics |
Economic research note |
S&P downgrades the US AAA credit rating |
| 03 August 2011 |
Economics |
Economic research note |
US Debt ceiling - How many say I? |
| 29 July 2011 |
Economics |
Economic research note |
Supression of volatility |
| 27 July 2011 |
Economics |
Economic research note |
China's local government debt |
| 27 July 2011 |
Economics |
Economic research note |
Australian inflation accelerates |
| 25 July 2011 |
Infrastructure |
Infrastructure research paper |
Carbon regulation and infrastructure: risk or opportunity? |
| 22 July 2011 |
Economics |
Economic research note |
European authorities step up |
| 11 July 2011 |
Economics |
Economic research note |
China's asset market |
| 01 July 2011 |
Economics |
Research paper |
The travelling economist - the Top End |
| 30 June 2011 |
Economics |
Economic research note |
What the Japanese bubble looked like |
| 27 June 2011 |
Economics |
Newsletter |
IMR newsletter June 11 |
| 17 June 2011 |
Economics |
Economic research note |
The outlook for inflation |
| 15 June 2011 |
Economics |
Economic perspective |
Dead slow and stop |
| 08 June 2011 |
Economics |
Economic perspective |
The Czechoslovakian experience |
| 08 June 2011 |
Property |
Research paper |
Australian commercial property sector well positioned for carbon regulation |
| 06 June 2011 |
Economics |
Economic perspective |
The end of the Eurozone |
| 30 May 2011 |
Economics |
Economic perspective |
The Tea Party gap |
| 26 May 2011 |
Economics |
Economic perspective |
The move to a new equilibrium - political change |
| 24 May 2011 |
Economics |
Economic perspective |
The move to a new equilibrium |
| 11 May 2011 |
Economics |
Research paper |
CFSGAM's Investment Markets research team provides their overview of the 2011/12 Australian budget |
| 15 April 2011 |
Economics |
Research paper |
Stephen Halmarick- Digging deeper into the G3-US, UK and Europe |
| 11 April 2011 |
Economics |
Research paper |
James White's India Insight |
| 21 Dec 2010 |
Economics |
Research paper |
'Lilies of the field, who toil not' - Services in the developed economies |
| 24 Nov 2010 |
Infrastructure |
Research note |
Setting the goalposts: A review of infrastructure fund benchmarks |
| 04 Nov 2010 |
Economics |
Economic Research note |
US FOMC - QE2 comes sailing in |
| 02 Nov 2010 |
Economics |
Economic research note |
RBA's 'Cup Day' form remains in place |
| 27 Oct 2010 |
Economics |
Economic note |
Further moderation of Australian inflation |
| 21 Oct 2010 |
Economics |
Research note |
Why Australia needs more government debt |
| 14 Oct 2010 |
Economics |
Research note |
The travelling economist - Perspectives on Japan |
| 07 Sep 2010 |
Economics |
Research note |
RBA on hold again |
| 03 Sep 2010 |
Infrastructure |
Research note |
Unlisted infrastructure- a proven performer |
| 02 Sep 2010 |
Economics |
Economic note |
Australian economy gains momentum quickly
|
| 16 August 2010 |
Property |
Property viewpoint |
Property and Australia's ageing population |
| 9 August 2010 |
Economics |
Research paper |
China at a tipping point - James White |
| 6 August 2010 |
Economics |
Research note |
RBA update and impact of commodity boom |
| 28 July 2010 |
Economics |
Economic note |
Australian underlying inflation moderates |
| 14 July 2010 |
Economics |
Research note |
Australian economic and budget update |
| 12 July 2010 |
Property |
Property viewpoint |
Hedging your bets: How unlisted property can help guard against inflation |
| 8 July 2010 |
Economics |
Research note |
Australian employment remains strong |
| 28 June 2010 |
Economics |
Research note |
Australian political developments and the G20 |
| 2 June 2010 |
Economics |
Research note |
Australian economy continues to expand |
| 31 May 2010 |
Infrastructure |
Research note |
Europe’s sovereign debt crisis: a Herculean task ahead,with opportunities for infrastructure |
| 25 May 2010 |
Fixed interest and credit |
Research paper |
How is the current Sovereign Risk Crisis in Europe impacting credit? |
| 24 May 2010 |
Fixed interest and credit |
Research paper |
Greece |
| 21 May 2010 |
Economics |
Economic note |
China research and development note |
| 20 May 2010 |
Fixed interest and credit |
Research paper |
What is sovereign risk and how to measure it? |
| 12 May 2010 |
Economics |
Economic research note |
2010/11 Australian Budget: Better than all the rest |
| 11 May 2010 |
Property |
Property viewpoint |
Finding value from commercial property investment |
| 08 May 2010 |
Infrastructure |
Thought piece |
Infrastructure is more defensive with ESG consideration |
| 5 May 2010 |
Economics |
Economic research note |
Australian government tax reform - or is it? |
| 4 May 2010 |
Economics |
Economic research note |
RBA goes again - upside risks to rates remain |
| 30 April 2010 |
Infrastructure |
Research note |
Flying high: A review of airport regulation in Australia
|
| 28 April 2010 |
Economics |
Economic research note |
Australian inflation shows re-emerging price pressures |
| 23 April 2010 |
Property |
Property viewpoint |
Wallets are reopening and Australia’s largest shopping centres are set to outperform |
| 22 April 2010 |
Economics |
Economic research paper |
Health reform and Commonwealth-State financial relations |
| 14 April 2010 |
Economics |
Invitation |
Invitation to receive reports on James White's travels in May 2010
|
| 06 April 2010 |
Economics |
Economic note |
RBA quickens the pace of the journey |
| 30 March 2010 |
Australian Equity |
Video |
Do franking credits lead to tax efficiency? |
| 16 March 2010 |
Property |
Property viewpoint |
What now for CBD office demand? |
| 2 March 2010 |
Economics |
Economic note |
RBA takes another step towards average |
| 22 February 2010 |
Fixed interest and credit |
Research paper |
European sovereign credit risk |
| 12 February 2010 |
Economics |
Economic note |
Australia as a Financial Centre - some thoughts |
| 12 February 2010 |
Economics |
Economic note |
European sovereign credit risk - some thoughts |
| 8 February 2010 |
Economics |
Economic note |
A sign of strength - Government withdraws Bank and State guarantee |
| 5 February 2010 |
Economics |
Economic note |
RBA raises GDP and inflation forecasts – but waiting for more information |
| 2 February 2010 |
Economics |
Economic note |
RBA will wait - but watch |
| 27 January 2010 |
Economics |
Economic Note |
Australian inflation eases marginally |
| 16 December 2009 |
Economics |
Economic Note |
Slow growth for the Australian economy in Q3 09 |
| 14 December 2009 |
Property |
Research paper |
Improving prospects for the Australian retail sector |
| 1 December 2009 |
Economics |
Economic note |
RBA continues gradual return to normal |
| 1 December 2009 |
Property |
Market review |
Australian CBD office markets bottoming out |
| 30 November 2009 |
Infrastructure |
Research paper |
Evaluating infrastructure from a property perspective: the case for a diversified real asset allocation
|
| 16 November 2009 |
Infrastructure |
Thought piece |
Infrastructure: turbulence creates opportunity in airports |
| 9 November 2009 |
Economics |
Research paper |
Perspectives from China and the implications for Australia |
| 5 November 2009 |
Property |
Market review |
Improving outlook for Australian industrial property markets |
| 3 November 2009 |
Economics |
Economic note |
RBA continues the journey... budget improves slowly |
| 28 October 2009 |
Economics |
Economic note |
Australian inflation headline low but underlying rate remains elevated |
| 14 October 2009 |
Economics |
Research paper |
Australian Equities: Where are we in the cycle? |
| 6 October 2009 |
Economics |
Economic note |
Reserve Bank of Australia lifts official interest rates |
| 25 September 2009 |
Economics |
Research paper |
Financial Stability Review: Who’s better, who’s best |
| 23 September 2009 |
Infrastructure |
Research paper |
Changing global infrastructure investment landscape |
| 2 September 2009 |
Economics |
Research note |
Power and the Passion: GDP positive, while RBA stays on hold, but more optimistic |
| 27 August 2009 |
Property |
Market review |
Australian core property sectors: overview and outlook |
| 25 August 2009 |
Infrastructure |
Market review |
Australian airport sector: overview and outlook |
| 10 August 2009 |
Investment markets |
Economic note |
Ch, Ch, Changes: RBA shifts gear. Employment surprises, but watch incomes |
| 22 July 2009 |
Investments markets |
Economic note |
Inflation_headline down, underlying stubborn |
| 9 July 2009 |
Investment markets |
Economic note |
Further Australian labour market weakness |
| 7 July 2009 |
Investment markets |
Economic note |
'Hold the line' - RBA stays at 3.0% |
| 6 July 2009 |
Investment markets |
Thought piece |
'Take me back' - the changing structure of Australia's bond market |
| 29 June 2009 |
Property |
Research paper |
Prospects for Australian office property investment yields |
| 15 June 2009 |
Infrastructure |
Research paper |
Changing gears: navigating the road ahead in infrastructure |
| 15 June 2009 |
Property |
Research paper |
Changing nature of listed real estate in Australia |
| 11 June 2009 |
Investment markets |
Economic note |
Changing Australian labour market |
| 3 June 2009 |
Investment markets |
Economic note |
Australia: a “recession”, but not as we know it |
| 14 May 2009 |
Economics |
Economic review |
Monthly snapshot of the Australian economy |
| 13 May 2009 |
Investment markets |
Economic note |
2009/10 Commonwealth Budget: Living with the aftershock! |
| 8 May 2009 |
Investment markets |
Economic note |
RBA holds fire as data stabilises |
| 28 April 2009 |
Investment markets |
Thought piece |
Global Policy Response presentation |
| 27 April 2009 |
Investment markets |
Thought piece |
Global policy response - the unprecedented becomes commonplace |
| 22 April 2009 |
Investment markets |
Economic note |
Australia’s inflation falls, but underlying measures stubbornly high
|
| 20 April 2009 |
Property |
Property market review |
Subdued outlook for New Zealand commercial property |
| 8 April 2009 |
Investment markets |
Economic note |
RBA compromises with 25bp rate cut |
| 6 April 2009 |
Property |
Property market review |
Australian hotel sector on a temporary vacation |
| 3 April 2009 |
Economics |
Economic review |
Monthly snapshot of the Australian economy |
| 3 April 2009 |
Economics |
Economic research note |
Retail and housing_the impact of stimulus |
| March 2009 |
Property |
Property market review |
Australian industrial property markets are set to worsen, reflecting a weak economy
|
| March 2009 |
Economics |
Economic research note |
Further deceleration in the labour market |
| March 2009 |
Economics |
Economic review |
Monthly snapshot of the Australian economy |
| March 2009 |
Property |
Property market review |
Australian retail sector sluggish underpinned by soft retail turnover |
| February 2009 |
Property |
Property market review |
Australian office CBD markets in cyclical downturn |
| February 2009 |
Property |
Property market review |
An overview of Australian property sectors |
| February 2009 |
Economics |
Economic review |
Monthly snapshot of the Australian economy |
| February 2009 |
Economics |
Economic research note |
Housing market to experience divergent price movements over 2009 |
| January 2009 |
Economics |
Economic research note |
Disinflation provides some welcome relief |
| January 2009 |
Investment |
Infrastructure research paper |
A review of the Australian infrastructure investment market |
| January 2009 |
Economics |
Economic research note |
Weak sentiment to subdue retail sales in 2009 |
| January 2009 |
Economics |
Economic research update |
An overview of the Australian economy: the outlook for 2009 |
| January 2009 |
Infrastructure |
Infrastructure research paper |
Constructing an investment return series for the UK unlisted infrastructure market |
| January 2009 |
Property |
Property research note |
The pricing of the Australian commercial property market: an update |
| January 2009 |
Economics |
Economic research note |
Australia's labour market will deteriorate over 2009 |
| January 2009 |
Investment |
Infrastructure research note |
Allocating capital to UK infrastructure investments |
| January 2009 |
Economics |
Economic review |
Monthly snapshot of the Australian economy |
| December 2008 |
Economics |
Economic research note |
Monthly snapshot of the Australian economy |
| October 2008 |
Investment market |
Presentation |
An overview of investment markets and the Australian economy |
| October 2008 |
Investment market review |
Research paper |
The credit crisis and implications for investment markets |
| October 2008 |
Property derivatives |
Presentation |
Property derivatives - a potential end user’s perspective |
| September 2008 |
Property |
Research paper |
The pricing of the Australian commercial property market: an update |
| September 2008 |
Property |
Property research note |
Property - the real estate investment trust (A-REIT) market |
| September 2008 |
Property |
Presentation |
Property - the A-REIT market current situation and outlook |
| August 2008 |
Property |
Presentation |
Unlisted property - a safe haven in times of stormy listed markets? |
| August 2008 |
Property/infrastructure |
Economic research note |
Monthly snapshot of the Australian economy |
| July 2008 |
Property |
Market review |
An overview of Australian core commercial property sectors |
| July 2008 |
Infrastructure |
Market review |
An overview of the infrastructure sector in Asia |
| July 2008 |
Property/infrastructure |
Economic research note |
Monthly snapshot of the Australian economy |
| June 2008 |
Credit |
Research paper |
Comparing the Wholesale Global Credit Income Fund to the Lehman Global Corporate Index |
| June 2008 |
Property |
Research note |
Allocating capital between Australian direct property, Australian REITs and global listed property |
| May 2008 |
Property |
Research paper |
Global REITs key features and recent trends |
| May 2008 |
Alternatives |
Research note |
Monthly snapshot of the Australian economy |
| April 2008 |
Infrastructure |
Research paper |
Investment opportunities in European infrastructure |
| April 2008 |
Property |
Presentation |
The global credit crisis and the impact on AUS-REITs |
| March 2008 |
Infrastructure |
Research note |
Allocating capital between Australian listed and direct infrastructure investments |
| February 2008 |
Credit |
Research paper |
Opportunities amidst uncertainty |
| February 2008 |
Property/infrastructure |
Economic research note |
Monthly snapshot of the Australian economy |
| January 2008 |
Property |
Presentation |
The changing risk profile of the Australian REIT sector |
| January 2008 |
Property/infrastructure |
Economic research note |
An overview of the Australian economy |